CRM & Sales Technology Optimization

Service Description

Your CRM should tell you exactly where partner and direct pipeline stands. We set up and optimize Salesforce, HubSpot or Microsoft Dynamics, and the processes around them, so your team actually uses it and leadership can forecast with confidence. What's Included: CRM audit and cleanup plan Sales and partner process design (stages, deal registration, attribution) Partner-sourced vs. influenced pipeline tracking AI-assisted sales workflows and automation Dashboards and forecasting for leadership Implementation support and team training Quarterly assessment and optimization How It Works: 1. Audit (Weeks 1-2) - Review your CRM data, stages, fields, reports and how the team actually uses it 2. Design (Weeks 2-3) - Agree on stages, deal registration, partner attribution rules and the dashboards leadership needs 3. Build & Clean Up (Weeks 3-6) - Configure the CRM, clean and merge data, and set up automation 4. Train & Hand Off - Short training for sales, partner managers and leadership, plus a simple admin guide Common Questions: Which CRMs do you work with? Salesforce, HubSpot and Microsoft Dynamics 365. Can you separate partner-sourced from partner-influenced deals? Yes. Clear attribution rules are usually the first thing we fix, so you can see what each partner actually contributes. Ideal For: Technology companies whose CRM doesn't reflect reality, or who can't see what their partners are actually contributing.